Cidel

Unlock crucial insights in our latest blog, “The Capital Gains Inclusion Rate and the Alter Ego Trust”, where Paul Taylor, Partner at Borden Ladner Gervais LLP, explores the implications of the proposed changes to the capital gains inclusion rate on alter ego trusts and how it can impact your estate planning strategies. Click below to read Paul’s blog. https://lnkd.in/emdwJvJV

152 yards into a slight wind, a high 7-iron shot that appeared long until it hit the pin! Another reminder that, at Cidel, we support our clients in achieving their goals, whether on the course or in business. #AchievingGoals #privatebanking #HNW #UHNW

Should equity analysts be wearing shoes? In Not Knowing Where To Go, But Knowing How To Get There our Michael Brown, CPA, CA, CFA, Lead Portfolio Manager takes us on a journey to explore the commonalities in skills needed to track a lion and to find a compelling investment. #InvestmentResearch #PrivateBanking #HNW #UHNW #Investments https://lnkd.in/d_dyT5Pq

Please enjoy the Q3 Cidel Global Equity Strategy commentary written by Charles Lannon, Head of Equities, Lead Portfolio Manager. #GlobalEquities #CidelStrategy #Cidel #CidelAssetManagement #InvestmentManagement #FinancialServices #equity #HN #UHNW https://lnkd.in/e2pX_mUA

There is more to an effective estate plan than just a Will. This month’s blog, “The three “Cs” of an Effective Estate Plan: Comprehensive, Coordinated and Consistent,” written by Laura West, Partner at Norton Rose Fulbright Canada LLP, highlights how estate planning extends beyond just a Will, addressing other essential elements like trusts, beneficiary designations, shareholders’ agreements, and powers of attorney to ensure your wishes are fulfilled during incapacity and after death. By reviewing these aspects holistically, you can create a well-rounded estate plan that avoids potential conflicts and inefficiencies. Click below to read Laura’s blog. https://lnkd.in/d6Ccm5RB

Yesterday, the women of Cidel joined the ladies of 100 Women in Finance to hear from a panel of public speaking experts on how to improve their pitching skills. Special shout out to our very own Kate Nowak, CIM®, who spoke, and Farialle Pacha, CIM, CAIA, out of our Calgary office, who helped organize this amazing event with her 100 Women In Finance partners! #WomenInFinance #Leadership #WomenInBusiness #ProfessionalDevelopment #Cidel #Cidelassetmanagement

We are honoured to be recognized by Chambers and Partners in the Private Banks | High Net Worth category once again. This recognition underscores our dedication to providing tailored, high-quality wealth management services to our clients. #PrivateBanking #WealthManagement #Cidel #HNW #UHNW #Chambersandpartners #assetmanagement

Join us in celebrating the remarkable achievement of Kristanne Jessamy MICA CAMS, who has recently earned the STEP Certificate in International Trust Management with Distinction. Congratulations, Kristanne! #professionalachievemnet #careerdevelopment #trustmanagement #Cidel #Cidelassetmanagement

With the high cost of housing in Canada, parents may wish to help their married children buy their first home. However, these well-intentioned contributions can become contentious if the child later separates from their spouse. This month’s blog, “Is it a loan or is it a gift? How parents can protect funds they advance to their children”, written by Jessica Feldman Chittley, Partner at Bales Beall LLP, analyzes the factors that Ontario courts consider when determining whether gifts from parents to their child can be protected from the child’s spouse upon separation. Click below to read Jessica’s blog. https://lnkd.in/dRa-ss8G

Over the weekend, the Cidel-Barbados office joined forces with the Lions Club of Bridgetown to purchase and prepare urgent supplies for shipping to their Grenada and St. Vincent neighbours who experienced severe destruction with the passage of Hurricane Beryl in July. Our own Shonda Forde, VP of Compliance & Risk, spearheaded this effort as one of our leaders and a fellow Lion.   #CommunitySupport #CorporateResponsibility #GivingBack #Cidel #support #caring